ECP

  Unlock New Growth with ECP CRM

Capture Leads, Grow Occupancy, Move In Happy Residents.

ECP CRM allows you to capture leads instantly, connect and build relationships, and makes the move-in process simple - all in a single user-friendly platform.

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Integrate fully with ECP Clinical

Initiate communication and start to build relationships immediately within ECP CRM. Utilize ECP Clinical Assessments and start creating care plans before leads move into your community. Once they are ready, seamlessly transfer their information into ECP Clinical, reducing redundancy, saving time, and ensuring their move-in process is simple.

ECP CRM to Clinical workflow
crm to clinical

Integrate fully with ECP Clinical

Initiate communication and start to build relationships immediately within ECP CRM. Utilize ECP Clinical Assessments and start creating care plans before leads move into your community. Once they are ready, seamlessly transfer their information into ECP Clinical, reducing redundancy, saving time, and ensuring their move-in process is simple.

CRM leads in progress

Grow faster with the CRM designed for assisted living

  • Lead tracking
  • Referral tracking
  • Campaigns
  • Tasks and reminders
  • Occupancy tracking
  • Appointments and calendar
  • Send and track email communication
  • Integration with ECP Clinical
  • Dashboard and reporting
CRM leads in progress

Grow faster with the CRM designed for assisted living

  • Lead tracking
  • Referral tracking
  • Campaigns
  • Tasks and reminders
  • Occupancy tracking
  • Appointments and calendar
  • Send and track email communication
  • Integration with ECP Clinical
  • Dashboard and reporting

Gain oversight across all locations with the CRM dashboard

The CRM dashboard presents important data you need in a meaningful way. View key metrics at a glance, including:

  • Responsive reports you can drill into
  • Lead metrics
  • Conversation rates
  • Occupancy changes
  • And more!
CRM dashboard
crm dashboard

Gain oversight across all locations with the CRM dashboard

The CRM dashboard presents important data you need in a meaningful way. View key metrics at a glance, including:

  • Responsive reports you can drill into
  • Lead metrics
  • Conversation rates
  • Occupancy changes
  • And more!
Collect signatures directly within CRM

Collect electronic signatures directly within CRM

  • Complete all admission and move-in paperwork digitally, making the entire process quicker and smoother.
  • Easily collect and securely store signatures from local or out-of-state family members.
  • Automatically populate forms with existing CRM data, reducing manual entry and saving time.
  • Seamlessly incorporate signed forms into the move-in process without the need for additional tools or steps.
Collect signatures directly within CRM

Collect electronic signatures directly within CRM

  • Complete all admission and move-in paperwork digitally, making the entire process quicker and smoother.
  • Easily collect and securely store signatures from local or out-of-state family members.
  • Automatically populate forms with existing CRM data, reducing manual entry and saving time.
  • Seamlessly incorporate signed forms into the move-in process without the need for additional tools or steps.

Happy residents, happy you: See why others love CRM

ECP CRM testimonial-working wonderfully
ECP CRM testimonial-trusted provider
ECP CRM testimonial-excellent product

The value of CRM

CRM Value Assessment Workflow

Maximize occupancy and increase revenue

Oversee current availability at each community so you can plan for move-ins faster than ever. ECP CRM's occupancy tools show available rooms, current room rates, and payer types.

crm occupancy
crm occupancy

Maximize occupancy and increase revenue

Oversee current availability at each community so you can plan for move-ins faster than ever. ECP CRM's occupancy tools show available rooms, current room rates, and payer types.

CRM communication

Stay on top of communication

Automated next-step scheduling prompts you to schedule your next task, call or email, so you never fall behind on communication. Monitor contact activity in the leads dashboard to see when and what your next step is and how long it's been since you last contacted the lead.

CRM communication

Stay on top of communication

Automated next-step scheduling prompts you to schedule your next task, call or email, so you never fall behind on communication. Monitor contact activity in the leads dashboard to see when and what your next step is and how long it's been since you last contacted the lead.

Utilize campaigns to increase leads

Schedule marketing campaigns to increase awareness of your community and attract more qualified leads. Track details surrounding your campaign to answer questions like:

  • How did they hear about our community?
  • How many leads did we get from this campaign?
  • Which campaign was most successful and cost-effective?
CRM campaigns
CRM campaigns

Utilize campaigns to increase leads

Schedule marketing campaigns to increase awareness of your community and attract more qualified leads. Track details surrounding your campaign to answer questions like:

  • How did they hear about our community?
  • How many leads did we get from this campaign?
  • Which campaign was most successful and cost-effective?